AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
5min chapter
Michael Howell: "QE Is Coming Back, Big Time"
Forward Guidance
The Effect of Fed Liquidity on the Balance Sheet
The BOJ, ECB and Bank of England will probably be enthralled to the Fed or they'll be operating policy pretty similar to the Fed. What we look at is something we term Fed liquidity, which is a concept we defined a few years ago. It's basically looking at the effective liquidity creating components of the balance sheet. The other thing that we should start thinking about is what you might call not QE, but QT. And it has also appeared more recently in Japan with the Japanese targeting interest rate.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode